VWA
CTXS

V Wealth Advisors’s Citrix Systems Inc CTXS Stock Holding History

V Wealth Advisors’s Portfolio CTXS Stock Details CTXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,941
Closed -$228K – 576
2021
Q2 		$228K Buy
1,941
+341
+21% +$42.5K 0.04% 423
2021
Q1 		$225K Hold
1,600
– – 0.04% 387
2020
Q4 		$208K Sell
1,600
-69
-4% -$8.78K 0.04% 357
2020
Q3 		$230K Buy
1,669
+45
+3% +$6.43K 0.16% 151
2020
Q2 		$240K Hold
1,624
– – 0.06% 306
2020
Q1 		$230K Buy
+1,624
New +$194K 0.07% 269
2017
Q3 		– Sell
-18,613
Closed -$1.48M – 754
2017
Q2 		$1.48M Buy
18,613
+24
+0.1% +$1.99K 0.7% 44
2017
Q1 		$1.56M Sell
18,589
-4,032
-18% -$314K 0.96% 32
2016
Q4 		$1.6M Buy
22,621
+219
+1% +$15.1K 1.17% 26
2016
Q3 		$1.51M Buy
22,402
+1,711
+8% +$117K 1.22% 23
2016
Q2 		$1.32M Buy
+20,691
New +$1.36M 1.08% 31

Other funds holding CTXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return